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Microsoft Dynamics CRM (Archived)

On Field Change - Fill in text field with Time/Date and User who changed it

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Posted on by Community Member Microsoft Employee

Not actually sure if this is possible.

I have an opportunity with a lot of fields corresponding to the different elements of a document. What I would like to be able to do is assign these fields to a user so they know what part of the document they are in charge of.

When the field changes (Completed, Outstanding, or Not Required), I would like to record the Time and Date as well as the User who changed it in a text field beside the field. This is similar to auditing, but I would like this to be visible to all users on the form. Is there any way to take the information being audited and display it on the form?

Example:

Title Page: ______ 

would change to

Title Page: Completed       1:42 PM Aug 13, 2015 by John

Also, I would welcome any suggestions as to how to assign fields to users.

Cheers,

Jeff

*This post is locked for comments

  • Jarrod Williams Profile Picture
    Jarrod Williams 1,747 on at
    RE: On Field Change - Fill in text field with Time/Date and User who changed it

    I would just use a workflow to populate those values personally.  whether synch or async really doesn't matter.

  • chintubaba Profile Picture
    chintubaba on at
    RE: On Field Change - Fill in text field with Time/Date and User who changed it

    I think this could be a possible solution:

    1. Create separate  sections for each functionality. Example is you have 5 document elements, all of them should be separate.

    2. In each of the sections, make "Assigned to" and assign section to specific user. Note, one document element can be assigned to one user only.

    3a. Create a workflow (one is fine) and everytime the status is changed in those each sections, it captures the user who just modified the record, and copy the value right next to the field. This will follow a series of if/else conditions and value copy occurs only if any of the those values is successful. Same thing can be done by date modified.

    3b. Create a JS that captures GUID of the user and makes an odata call to user entity and drops the user and datetimenow in those two fields. And one JS can take care of all the fields, as long as onchange mentioned the list of fields.

    3a and 3b are OR condition.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: On Field Change - Fill in text field with Time/Date and User who changed it

    Thank you, I was able to do this for a test field.

    I have quite a few fields that will need this type of timestamp, I'm assuming I will need a web resource for each one?

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